Lisa Faulkner
Arlington
Summary
Experienced CSR Relationship Sales Specialist II for over 10 plus years with Orion Financial. Review credit reports and skilled in booking loans, collaborating with lending team for closings. Processed 2-3 loans daily while managing high-volume pipelines of 15+ files per day. Meets loan production goals monthly in exceeding approximately $100K above target. Experienced in onboarding new loan and account holders successfully gaining their business long term. Retrieve tasks from daily workflow, contact clients, gather docs, record data, and resolve client and internal requests in continuing to meet goal. Recognized for top sales, customer service resolution, great team performance in 2006-2024 monthly. Typing 50 Wpm. Seeking to work for a reputable company that's looking for a dedicated and dependable worker to assist in the growth of a growing company that values their employees.
Overview
27
27
years of professional experience
Work History
CSR Relationship Specialist II
Orion Financial
Memphis, TN
01.2006 - 04.2025
- Processed 2-3 consumer loans daily while managing approximately 15 loan files per day in a high-volume environment.
- Achieved monthly sales goal of $250K by approximately $100K.
- Opened an average of 15 new accounts per month through consultative engagement.
- Reviewed credit reports to evaluate financial eligibility for lending closing approval.
- Collaborated with the underwriting team to ensure timely approvals and accurate documentation.
- Maintained compliance standards and detailed loan records.
- Supported with team workflow coordination.
- Onboarded new member loan accounts successfully.
- Identified and reported any system inefficiencies and escalated improvement recommendations to management to help in assisting with goal achievements.
- Recognized as a top sales loan producer & outstanding service monthly awards (2006-2024).
- Utilized internal systems to analyze financial records and correct reporting issues.
- Excelled and recognized by management with achieving and resolving consistent high call volume daily.
- Recorded all daily tasks to stay in compliance of achieving daily goals.
Research Analyst
Union Planters Bank
Memphis, TN
01.1998 - 01.2006
- Successfully reached out to customers and internal departments to gather information resolving branch and customers monetary errors daily, salvaging approximately
- Mastered and utilized specialized software to capture and process data to assist in locating errors efficiently.
- Documented all requests for reporting accuracy daily.
- Reported any systems glitch issues to management daily to assist in the aid of obtaining daily goal.
- Interpreted data and made recommendations from findings.
- Recognized by management when monthly was successfully attained.
- Created amongst team members quick fun department activities to continue and boost team morale.
Education
High School Diploma -
TREZVANT HIGH SCHOOL
Skills
- Customer service
- Active listening
- Data entry
- Customer relations
- Problem resolution
- Computer proficiency
- Payment processing
- Follow-up skills
- Product knowledge
- Appointment scheduling
- Data collection
- Customer relationship management (CRM)
- Live chat support
- Sales closing
- Complaint resolution
- Time Management
- Typing 50 WPM
Timeline
CSR Relationship Specialist II
Orion Financial
01.2006 - 04.2025
Research Analyst
Union Planters Bank
01.1998 - 01.2006
High School Diploma -
TREZVANT HIGH SCHOOL